JGP Wealth Management
MRSH icon

JGP Wealth Management’s Marsh MRSH Stock Holding History

JGP Wealth Management’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.08M Buy
6,302
+505
+9% +$92.4K 0.1% 113
2026
Q2 		$966K Buy
5,797
+395
+7% +$66K 0.09% 108
2026
Q1 		$937K Sell
5,402
-146
-3% -$26.2K 0.1% 107
2025
Q4 		$1.03M Buy
5,548
+388
+8% +$72.5K 0.11% 109
2025
Q3 		$1.03M Buy
5,160
+126
+3% +$25.9K 0.11% 103
2025
Q2 		$1.1M Buy
5,034
+68
+1% +$15.4K 0.13% 90
2025
Q1 		$1.21M Buy
4,966
+65
+1% +$14.7K 0.16% 81
2024
Q4 		$1.04M Buy
4,901
+146
+3% +$32.4K 0.13% 93
2024
Q3 		$1.06M Buy
4,755
+254
+6% +$56.4K 0.14% 85
2024
Q2 		$948K Buy
4,501
+169
+4% +$34.7K 0.14% 82
2024
Q1 		$892K Sell
4,332
-146
-3% -$29.1K 0.13% 90
2023
Q4 		$848K Sell
4,478
-77
-2% -$14.9K 0.13% 96
2023
Q3 		$867K Sell
4,555
-52
-1% -$10K 0.15% 88
2023
Q2 		$866K Sell
4,607
-90
-2% -$16K 0.14% 86
2023
Q1 		$782K Buy
4,697
+24
+0.5% +$4K 0.14% 85
2022
Q4 		$773K Sell
4,673
-5
-0.1% -$818 0.14% 87
2022
Q3 		$712K Sell
4,678
-110
-2% -$17.6K 0.15% 87
2022
Q2 		$755K Sell
4,788
-55
-1% -$8.81K 0.15% 83
2022
Q1 		$836K Sell
4,843
-553
-10% -$87.2K 0.15% 82
2021
Q4 		$889K Buy
5,396
+963
+22% +$160K 0.17% 81
2021
Q3 		$671K Buy
4,433
+346
+8% +$52.3K 0.15% 87
2021
Q2 		$575K Buy
4,087
+702
+21% +$94.1K 0.12% 93
2021
Q1 		$412K Buy
3,385
+186
+6% +$21.4K 0.09% 108
2020
Q4 		$357K Buy
3,199
+619
+24% +$70.3K 0.08% 110
2020
Q3 		$296K Buy
2,580
+496
+24% +$56.8K 0.08% 107
2020
Q2 		$227K Buy
+2,084
New +$211K 0.07% 117

Other funds holding MRSH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

JGP Wealth Management's MRSH Position: Q3 2026 in Review

JGP Wealth Management increased its Marsh (MRSH) stake by 8.7% in Q3 2026, buying an estimated $92.4K and bringing the position to 6,302 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #113.

JGP Wealth Management first reported a position in MRSH in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.21M in Q1 2025. 1,296 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • JGP Wealth Management held 6,302 shares of Marsh worth $1.08M as of Q3 2026.
  • JGP Wealth Management bought 505 Marsh shares in Q3 2026, an estimated $92.4K.
  • Marsh made up 0.1% of JGP Wealth Management's portfolio in Q3 2026, its #113 holding.
  • JGP Wealth Management first reported a position in Marsh in Q2 2020 and has held it in 26 quarters since.
  • JGP Wealth Management's Marsh position peaked at $1.21M in Q1 2025.
  • 1,296 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.